Lucine Anne Kirchhoff, MBA
Greenport,New York
Summary
I have lived on the North Fork for 18 years and am firmly committed to the goals set out by the Town of Southold for our special community. I bring 23 years of Investment Banking experience as well as the skills necessary to run a local entrepreneurial business.
I am very involved in my community and serve on the Southold Economic Development Committee Board as well as a Board member of the Cutchogue New Suffolk Historical Society.
Overview
1
1
Certification
Work History
Registered Representative
New York Life Insurance Company
- Consultant to high net worth individuals and families for asset management and estate planning
- Duties include educating clients on a sound financial plan beginning with life protection, asset accumulation and legacy planning
- Responsible for clients and prospects on the North Fork and broader Long Island areas
- Entrepreneurial role that includes networking for new business as well as managing existing book of business.
Co-Founder, Entrepreneur
Restoration and Refinishing LLC
- Ran sales for a high-end furniture restoration business
- In addition to doing restoration work, was responsible for customer contact, billing and marketing
- Generated revenues in excess of $150,000 annually.
- Recruited, trained, managed, and evaluated staff.
- Oversaw accounting functions including budgeting, forecasting and financial reporting.
- Conducted market research to assess potential opportunities for new products or services.
- Identified areas of improvement in processes related to operations and sales activities.
- Managed overall workflow of projects from conception to completion.
- Performed regular quality assurance checks on products prior to release.
- Developed clear mission, vision and culture for company as foundation for growth, branding and development of employee culture.
Managing Director, Leveraged and High Yield Loans, Loan Sales and Trading Desk
Bank of America
London, UK
- Provided sales and trading coverage for a variety of financial institutions, hedge funds and insurance companies for primary and secondary leveraged loan sales
- Responsible for investors in the UK, Ireland, Iceland and the Nordic countries
- Generated over $1 million in revenue per year.
Managing Director and Head, Loan Syndicate Research Group
Bank of America
Charlotte, North Carolina
- Led a team of 12 that provided in-house published research on trends and issues in the Loan Syndications market
- Performed market analysis, contributed to weekly publications and served as Chief Editor
- Responsible for media contact with a variety of publications regarding Bank of America's Loan Syndications efforts as well as provided market commentary regarding industry trends
- Represented Bank of America for a variety of public speaking engagements at industry conferences
- Worked with in-house marketing and media relations teammates to craft business message we wanted to convey to the market about our business strategy and mission
- Member of a senior group of women coordinating a mentorship program for new women joining Bank of America
- Actively participated in recruiting for analysts and associates at numerous college campuses.
Managing Director, Healthcare Leveraged Finance Group
Bank of America
Charlotte, North Carolina
- Led a team of 5 that provided sales of LBO's (Leveraged Buyouts) financing, acquisition financing and ongoing credit financing for healthcare companies
- Targeted borrowers including financial sponsors as well as public and private companies in a variety of healthcare sub-sectors (Long Term Care, Hospitals, Dialysis services, Medical Supplies) in the US and Germany
- During this position, I relied heavily on my credit skills as well as honed my sales, negotiation and management skills.
Sales Person- Large Corporate Banking
Bank of America
Chicago, Illinois
- Sold a suite of corporate banking services to multi-national corporations in the Chicago and St
- Louis areas
- Worked closely with other Bank of America teammates to cross-sell other banking products.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Planned and completed group projects, working smoothly with others.
Sales Person- Commercial Banking
Bank of America
Miami, Florida
- Sold a variety of banking services including credit, cash management, trust services to small business with revenues up to $100,000,000.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Planned and completed group projects, working smoothly with others.
- Maintained updated knowledge through continuing education and advanced training.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
- Recognized by management for providing exceptional customer service.
Education
Bachelors degree in Economics with Honors -
University of Florida
Masters of Business Administration-Finance -
University of Florida
Skills
- Strong due diligence financial analysis skill set
- Managing account payables and receivables
- Risk Assessment and Management
- Financial planning expertise
- Budgeting
- Account reconciliation
- Thrive in a team player environment
Certification
- Health and Life
- SIE
- Series 6
Community Leadership
- Southold Economic Development Committee Board Member- appointed by Town Supervisor
- Board Member of Cutchogue New Suffolk Historical Society and member of Finance Committee
- Member North Fork Chamber of Commerce
- The Light Factory, a Charlotte, NC based non-profit museum dedicated to photography, film and related light-generated mediums. Chairman of Fundraising Committee, and Board member
- Member of the Old Town Arts and Crafts Guild (Cutchogue)
Timeline
Registered Representative
New York Life Insurance Company
Co-Founder, Entrepreneur
Restoration and Refinishing LLC
Managing Director, Leveraged and High Yield Loans, Loan Sales and Trading Desk
Bank of America
Managing Director and Head, Loan Syndicate Research Group
Bank of America
Managing Director, Healthcare Leveraged Finance Group
Bank of America
Sales Person- Large Corporate Banking
Bank of America
Sales Person- Commercial Banking
Bank of America
Bachelors degree in Economics with Honors -
University of Florida
Masters of Business Administration-Finance -
University of Florida
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